Simplicity Solutions’s UMB Financial UMBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-9,173
| Closed | -$633K | – | 935 |
|
|
2020
Q4 | $633K | Buy |
9,173
+1,516
| +20% | +$105K | 0.01% | 643 |
|
|
2020
Q3 | $375K | Buy |
7,657
+1,964
| +34% | +$96.2K | 0.01% | 682 |
|
|
2020
Q2 | $293K | Buy |
+5,693
| New | +$293K | 0.01% | 733 |
|
|
2016
Q1 | – | Sell |
-19,042
| Closed | -$886K | – | 506 |
|
|
2015
Q4 | $886K | Buy |
+19,042
| New | +$886K | 0.1% | 282 |
|